Take a look before going to bed! It combed the heavy news, hot sector news and announcements of listed companies for investors’ reference.
A shares celebrate the beginning of the year of the tiger: the Shanghai index rose 2% and the major infrastructure sector strengthened
The three major A-share indexes opened high on the first trading day of the year of the tiger. As of the closing, the three indexes rose collectively, including the Shanghai index rose 2.03%, the Shenzhen Composite Index rose 0.96% and the gem index rose 0.31%. The market turnover reached about 820 billion yuan, and most of the industry sectors rose, led by engineering consulting services, mining industry and combustible ice concept. Northbound funds bought a net 5.552 billion yuan today.
More than 3500 A-share red packets rose! Gem once dived and turned green into a “men’s football”!
Has everyone received a red envelope for today’s A-share? More than 3500 companies rose, but the fly in the ointment is that the gem rose and fell, and ningwang opened high and plunged low! In sharp contrast, the Shanghai stock index rose sharply, with cyclical and financial stocks making a greater contribution, Petrochina Company Limited(601857) rose by more than 8%, and China Merchants Bank Co.Ltd(600036) , Ping An Insurance (Group) Company Of China Ltd(601318) rose by more than 4%.
A shares have a good start! The steady growth market continues to deduce the traditional infrastructure stocks, and the daily limit tide is staged
On the first trading day of the year of the tiger, the three major indexes made a good start as scheduled. The Shanghai Stock Index maintained a strong shock, the gem index rose and fell, and turned green in the afternoon. On the disk, the traditional infrastructure sector broke out in the session and was strong all day. The cement, steel, coal and other sectors related to infrastructure also rose sharply. The theme stocks were generally adjusted today, and nearly 40 stocks fell by the limit or more than 10%.
Dragon and tiger list: 230 million rush to raise Metallurgical Corporation Of China Ltd(601618) institutional seats Shaanxi Jinye Science Technology And Education Group Co.Ltd(000812)
On February 7, Metallurgical Corporation Of China Ltd(601618) was the largest net inflow of funds among the dragon and tiger stocks on the list, with a net purchase amount of more than 200 million yuan. The data showed that the stock rose by the daily limit, the stock price rose by 4.39% in the past three trading days, and the intra day turnover rate was 2.08%. A total of 26 stocks were involved in the institutional participation in the dragon and tiger list, of which 11 were net bought by the institution and Shaanxi Jinye Science Technology And Education Group Co.Ltd(000812) was the most bought, amounting to 71.16 million yuan. In addition, 15 shares were net sold by institutions, of which Zhejiang Wanliyang Co.Ltd(002434) sold the most, amounting to 278 million yuan.
Resumption of trading of 112 stocks up and down: Andon Health Co.Ltd(002432) fell by more than 9% Beijing Cuiwei Tower Co.Ltd(603123) , China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) , Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) closed the board
Today (February 7), on the first trading day of the year of the tiger, the three major indexes collectively closed positive, with a turnover of 823.1 billion in the two cities, 28.9 billion compared with the previous trading day, slightly warmer than before the festival. On the disk, oil and gas exploitation, underground pipe network, architectural decoration, steel, cement, coal and other sectors led the rise, while covid-19 treatment, education, mobile games, cloud computing and other sectors led the decline. A total of 112 shares rose by the daily limit today, an increase of 47 shares compared with the daily limit of 65 shares on the previous trading day.
A shares welcomed the year of the tiger and made a good start Shenzhen Hopewind Electric Co.Ltd(603063) , Beijing Cuiwei Tower Co.Ltd(603123) and other two shares hit record highs
On February 7, the Shanghai stock index closed at 3429.58 points, up 2.03%; Shenzhen composite index closed at 13456.65 points, up 0.96%; The gem index closed at 2917.86 points, up 0.31%. According to the data of China stock market news choice, the intraday share prices of two stocks hit an all-time high today, including Shenzhen Hopewind Electric Co.Ltd(603063) , Beijing Cuiwei Tower Co.Ltd(603123) .
blockbuster news
China’s foreign exchange reserves at the end of January reported US $3.2216 trillion
At the end of January, China’s foreign exchange reserves were reported at US $3.2216 trillion, with an estimated US $3.2540 trillion, up from US $3.25 trillion. Wang Chunying, deputy director of the State Administration of foreign exchange and spokesman, said that in January 2022, the operation of the foreign exchange market generally continued to be stable, and the domestic foreign exchange supply and demand showed a basic balance. In the international financial market, influenced by the expectation of monetary policy, geopolitical and macroeconomic data of major countries, the US dollar index rose and the overall price of global financial assets fell.
The Ministry of industry and information technology and other three departments issued a document: building a number of world-class super large iron and steel enterprise groups
On February 7, the Ministry of industry and information technology and other three departments issued the guiding opinions on promoting the high-quality development of the iron and steel industry, which proposed to strive to complete the ultra-low emission transformation of more than 80% of the iron and steel production capacity by 2025, reduce the comprehensive energy consumption per ton of steel by more than 2%, and reduce the intensity of water resources consumption by more than 10%, so as to ensure that the carbon peak will be reached by 2030. The opinion proposes to encourage leading enterprises in the industry to implement merger and reorganization and build several world-class super large iron and steel enterprise groups.
Central bank: in January, it carried out medium-term lending facilitation operations for financial institutions, with 700 billion yuan
According to the announcement on the central bank’s official website, in January 2022, the people’s Bank of China carried out medium-term lending facilities for financial institutions, with a total of 700 billion yuan, a term of one year and an interest rate of 2.85%. On the same day, the central bank announced that in order to meet the temporary liquidity needs of financial institutions, in January 2022, the people’s Bank of China carried out standing lending facilities for financial institutions, totaling 2.35 billion yuan, including 50 million yuan for the overnight period and 2.3 billion yuan for the 7-day period.
The investment scale of major water conservancy projects under construction in China exceeds trillion yuan
When talking about the key work in 2022 at the national water conservancy work conference in 2022, Li Guoying, Minister of water resources, stressed that accelerating the construction of the national water network and promoting the high-quality development of the follow-up projects of the East and middle route of the South-to-North Water Transfer in a scientific and orderly manner; Accelerate the construction of water diversion projects in Central Yunnan, Han River to Wei River and river to Huai River, as well as key water source projects such as tianjiaotan in Hainan and Xianghe River in Tibet; Accelerate the preliminary work of major water conservancy projects such as the allocation of water resources around the Beibu Gulf and the diversion of xiong’an main canal in Hebei, and improve the national backbone water supply infrastructure network.
Home ownership fever weakened during the Spring Festival holiday, and new house transactions in key 15 cities fell 42% year-on-year
On February 7, according to the monitoring data released by Zhuge housing search data research center, 959 new houses were sold in 15 key cities during the Spring Festival holiday in 2022, a new low in the past five years, down 42.1% from last year’s Spring Festival. Zhuge housing search data research center pointed out that although there have been signs of moderate adjustment in the policy before the Spring Festival and frequent positive signals, which has played a positive role in improving the activity of the real estate market, in the short term, the market fundamentals are still difficult to be significantly improved. In addition, the resurgence of the epidemic around the Spring Festival has hindered the return of home buyers, As a result, the transaction in the property market is not very ideal.
The guidance was officially implemented, and the carbon peak target of the iron and steel industry was delayed
On February 7, the development and Reform Commission of the Ministry of industry and information technology and the Ministry of ecological environment jointly issued the guiding opinions on promoting the high-quality development of the iron and steel industry. Compared with the draft for comments, the guiding opinions made many changes. The time point for achieving the carbon peak goal of the iron and steel industry has eased. According to the draft, the iron and steel industry will strive to take the lead in achieving peak carbon emissions by 2025. CISA previously set the same target for the carbon peak of the iron and steel industry, and pointed out that the carbon emission of the iron and steel industry will be reduced by 30% compared with the peak by 2030.
hot sector stocks
Both demand and prosperity broke out, and the “industrial monosodium glutamate” sector rebounded strongly. The performance of these concept stocks is expected to increase significantly
China International Capital Corporation Limited(601995) the research report points out that the production and sales of rare earth in the upstream are growing steadily, and the downstream magnetic material companies are expected to usher in a simultaneous rise in volume and price. First, under the policy regulation, the supply and demand of rare earth is expected to continue to maintain a tight balance, the price of rare earth is expected to remain high and volatile, and the output index of upstream companies is expected to grow steadily. Second, the magnetic material company has benefited from the revaluation of inventory, the growth of production and sales, as well as the replacement and increase of magnetic material price contract. The profit per ton is up, and it is expected to see both volume and price rise in 2022.
Infrastructure stocks staged a daily limit tide, and the oil and gas sector is also crazy! Exposure of investment strategy in the year of the tiger
According to China Galaxy Securities Co.Ltd(601881) securities, the building materials industry will mainly focus on the following investment directions in 2022: (1) the leading consumer building materials enterprises benefiting from the improvement of industry concentration: Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271) , Guangdong Kinlong Hardware Products Co.Ltd(002791) , Zhejiang Weixing New Building Materials Co.Ltd(002372) , ad shares. (2) Glass fiber faucet benefiting from the increase of wind power demand: China Jushi Co.Ltd(600176) . (3) Glass faucets with multi business layout Zhuzhou Kibing Group Co.Ltd(601636) , Csg Holding Co.Ltd(000012) . (4) Regional leaders of cement industry Huaxin Cement Co.Ltd(600801) , Gansu Shangfeng Cement Co.Ltd(000672) benefiting from the recovery of infrastructure investment. (5) The production capacity of high-purity quartz sand is Jiangsu Pacific Quartz Co.Ltd(603688) . (6) Benefiting from the increased demand for ceramic fibers Luyang Energy-Saving Materials Co.Ltd(002088) .
“Coal flying color dance steel splash” market reappearance! Here comes the list of institutions optimistic about the prosperity scale of the oil and gas sector
Minsheng Securities said that the crude oil price may continue to fluctuate upward in 2022 and remain at a medium high throughout the year. Therefore, we suggest paying attention to the upstream crude oil mining industry whose profitability benefits from the rise of crude oil and the oil service industry which benefits from the increase of capital expenditure under high oil prices. We suggest paying attention to Petrochina Company Limited(601857) , China Petroleum & Chemical Corporation(600028) and Zhongman Petroleum And Natural Gas Group Corp.Ltd(603619) with new crude oil mining and sales business.
Eight brokerage theme strategies: the building materials industry mainly focuses on six investment directions! Full sorting of infrastructure industry chain targets
Huachuang Securities said that real estate chain building materials is expected to benefit from the marginal improvement of real estate demand and the accelerated construction of affordable housing. It will continue to recommend real estate chain consumer building materials companies. In the future, the market share will continue to focus on leading companies, recommending Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271) , Beijing New Building Materials Public Limited Company(000786) , Keshun Waterproof Technologies Co.Ltd(300737) with strong anti risk ability, expanding business boundaries and increasing market share, It is recommended to pay attention to Skshu Paint Co.Ltd(603737) , Guangdong Kinlong Hardware Products Co.Ltd(002791) , Jiangsu Canlon Building Materials Co.Ltd(300715) .
selected announcements of listed companies
China Zheshang Bank Co.Ltd(601916) : the company’s A-share stock meets the starting conditions for triggering measures to stabilize the stock price
China Zheshang Bank Co.Ltd(601916) (601916) announced on February 7 that from January 4, 2022 to February 7, 2022, the closing price of A-Shares of the company has been lower than 5.269 yuan for 20 consecutive trading days, meeting the conditions for triggering the measures to stabilize the stock price. According to the plan for stabilizing share price, the company shall formulate measures for stabilizing share price within 10 trading days after the trigger date (February 7, 2022) and announce them by the board of directors.
Shandong Meichen Ecology & Environment Co.Ltd(300237) : the subsidiary obtains the supplier’s project fixed-point development notice
Shandong Meichen Ecology & Environment Co.Ltd(300237) (300237) it was announced on February 7 that the wholly-owned subsidiary Shandong Meichen industrial group recently received a notice from customers that Shandong Meichen industrial group has become a batch supplier of thermal management circulation system pipelines for a brand-new platform project of a new power brand main engine factory in China. The life cycle of the project is 5 years. After preliminary calculation, the total amount of the life cycle is about 387 million yuan.
Bank Of Chongqing Co.Ltd(601963) : meet the starting conditions for triggering measures to stabilize the stock price
Bank Of Chongqing Co.Ltd(601963) (601963) announced on February 7 that from January 4 to February 7, the closing price of A-Shares of the bank has been lower than the net assets per share for 20 consecutive trading days, meeting the starting conditions for triggering measures to stabilize the stock price. The board of directors will formulate a specific plan for stabilizing the bank’s share price within 10 trading days (February 21) from the date when the bank’s share price triggers the conditions for initiating measures to stabilize the share price (February 7).
Jinko Power Technology Co.Ltd(601778) : the proposed 300MW photovoltaic power generation project in Saudi Arabia
Jinko Power Technology Co.Ltd(601778) (601778) announced on February 7 that the company plans to invest in the construction of 300MW photovoltaic power generation project in Saudi Arabia, with an investment amount of about US $209 million (equivalent to about 1.325 billion yuan).
Intco Medical Technology Co.Ltd(300677) : it is proposed to invest 300 million yuan in Wuxi shangxianhu Boshang investment partnership
Intco Medical Technology Co.Ltd(300677) (300677) announced on February 7 that the company plans to sign a partnership agreement with Jiangsu Boshang and others to invest 300 million yuan of its own funds in Wuxi shangxianhu Boshang investment partnership (limited partnership). The partnership aims to make a total subscribed capital contribution of 6 billion yuan, focusing on the target companies and asset portfolios in the fields of scientific and technological innovation such as new generation information technology, advanced manufacturing, medical and health care, consumer technology and so on.
Eve Energy Co.Ltd(300014) : signed the strategic cooperation framework agreement with Huizhou Municipal People’s government
Eve Energy Co.Ltd(300014) (300014) announced on February 7 that on January 29, the company signed the strategic cooperation framework agreement with Huizhou Municipal People’s government. The two sides will deepen strategic cooperation, build Huizhou 100 billion new energy battery industry cluster and support the further development and growth of the company. According to the agreement, when the land supply and energy supply meet the project landing conditions, the total output value of Eve Energy Co.Ltd(300014) and holding enterprises will reach 100 billion yuan by 2025, helping the development and growth of Huizhou new energy battery industry; The investment of Eve Energy Co.Ltd(300014) and holding enterprises shall not be less than 2 billion for local R & D and innovation investment in Huizhou.
Boe Technology Group Co.Ltd(000725) : it has spent 2.577 billion yuan to buy back 491 million shares of the company
Boe Technology Group Co.Ltd(000725) (000725) announced on February 7 that as of January 31, the company had repurchased 491 million a shares, accounting for about 1.3090% of the company’s A-Shares and 1.2771% of the company’s total share capital. The highest transaction price of this repurchase was 5.96 yuan / share, the lowest transaction price was 4.83 yuan / share, and the total amount paid was 2.577 billion yuan.
Chongqing Rural Commercial Bank Co.Ltd(601077) : 9 directors and executives plan to increase their shares
Chongqing Rural Commercial Bank Co.Ltd(601077) (601077) announced on February 7 that from January 4 to February 7, 2022, the closing price of the bank’s A-Shares was lower than the bank’s latest audited net assets per share for 20 consecutive trading days, which has triggered the starting conditions for the measures to stabilize the stock price. The bank took measures to increase the A-share shares held by its directors and senior managers to fulfill its obligation to stabilize the A-share price. Nine directors and senior managers increased their shares of the bank with their own funds of no more than 15% of the salary (after tax) received from the bank in the previous year. There is no price range in this increase plan.
Zhejiang Zheneng Electric Power Co.Ltd(600023) : it has spent 662 million yuan to buy back 1.3% shares
Zhejiang Zheneng Electric Power Co.Ltd(600023) (600023) announced on February 7 that as of January 31, 2022, the company has repurchased 176 million shares through centralized bidding, accounting for 1.296% of the total share capital of the company. The lowest price of repurchase is 3.61 yuan / share, the highest price is 3.90 yuan / share, and the total amount of funds paid is 662 million yuan (excluding stamp duty, transaction commission and other transaction expenses).
Shenzhen Everwin Precision Technology Co.Ltd(300115) : it is proposed to repurchase shares with 50 million yuan to 100 million yuan
Shenzhen Everwin Precision Technology Co.Ltd(300115) (300115) announced on February 7 that the company plans to repurchase some public shares for the implementation of employee stock ownership plan or equity incentive plan. The price of the shares to be repurchased this time is no more than 20 yuan / share, and the total repurchase fund is no more than 100 million yuan and no less than 50 million yuan.
Hangzhou Lion Electronics Co.Ltd(605358) : it is proposed that the holding subsidiary jinruihong Microelectronics will acquire 58.69% equity of Guojing semiconductor
Hangzhou Lion Electronics Co.Ltd(605358) (605358) announced on February 7 that jinruihong microelectronics, the holding subsidiary of the company, signed the restructuring framework agreement on Guojing (Jiaxing) Semiconductor Co., Ltd. with Kangfeng investment, Shanghai Zhezhong Group Co.Ltd(002346) and Jiaxing Kangjing. Jinruihong microelectronics is proposed to acquire 58.69% equity of Guojing semiconductor, and Jiaxing Kangjing holds 41.31% equity of Guojing semiconductor. The actual performance of the transactions under this Agreement may constitute a major asset reorganization.
Huaihe Energy (Group) Co.Ltd(600575) : it is planned to plan a major asset restructuring, and the trading will be suspended from the 8th
Huaihe Energy (Group) Co.Ltd(600575) (600575) announced on February 7 that the company plans to absorb and merge Huainan mining by issuing shares, convertible corporate bonds (if any) and paying cash to all shareholders of Huainan mining. At the same time of absorption and merger, the company plans to purchase 10.70% equity of Huaihe Energy (Group) Co.Ltd(600575) Power Group Co., Ltd. by issuing shares and convertible corporate bonds (if any) to CDB fund. The trading of the company’s shares has been suspended since the opening of the market on February 8, and the suspension is expected to be no more than 10 trading days.
Tianqi Lithium Corporation(002466) : SES and Ivanhoe completed the merger in the business field
Tianqi Lithium Corporation(002466) (002466) announced on February 7 that on February 1, Ivanhoe held an extraordinary general meeting to consider and approve the business merger with SES, a joint-stock company of the company, and Ivanhoe changed its name to “SES AI Corporation”; On February 3, it completed the private placement and non-public offering of common shares with an issue price of US $10 per share, raising a total of about US $275 million; On February 4, the class a common shares and warrants of the merged company began trading on the New York Stock Exchange, with the new stock codes of “SES” and “sesws” respectively. Up to now, the company holds 27.7679 million shares of SES. The merger of SES and Ivanhoe in the business field will create better conditions for them to implement longer-term strategic planning in the future, so as to further accelerate the commercialization process of lithium metal batteries.
